At an early age, my father taught me the value of hard work, treating others with respect and working hard to achieve my goals. These values helped me early in life to achieve the rank of Eagle Scout and Male Athlete of the Year in high school. After high school, I served a church service mission for two years in Paraguay where I was able to see the world through a different lens and appreciate the small things in life.

I married my high school sweetheart and graduated from Grand Canyon University with a degree in finance/economics from the Ken Blanchard School of Business. I currently carry the Accredited Asset Management Specialist™ (AAMS®) designation*. We have six children, four boys and two girls, and spend many hours a week coaching them in various sports.

I am a very competitive individual which came from being very active in competitive sports while growing up. I use that competitive spirit to create an ideal client experience for each client. I strive to find out what is most important to my clients and to help them achieve their goals. To help me provide exceptional service, I have two amazing branch office administrators, Sandy Phelps and Lacey Martinez. They are passionate about providing the highest level of service each day.

As your branch team, there is nothing more important to us than finding out what is important to you. I have an established process to build personalized strategies to help you achieve your goals and we will partner with you throughout your life to help keep you on track.

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Personal Fitness
  • Traveling
  • Golfing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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